Sales'Up Catalog selection enhancements for Creatio is designed to simplify work with catalogs in the system. It helps to filter the necessary records automatically, set up a hierarchy of selection, add the necessary records to the detail conveniently and quickly.

Use cases:

The product will be useful for companies with a wide range of products for effective organization of the work of users with the selection of products in Creatio.

Key features:

• Replacing the standard functionality of adding a record by a catalog and possibility to customize the catalog for any part of the section;
• Automatically filter products in the assortment according to the terms of the contract, the client and his needs, so that not all products in the system are displayed on the selection page, but only those that meet the filter criteria;
• Organize the list into a tree scheme and add all positions with one click;
• Offers two ways to select a product from the selection page to the part;
• Sort products on the selection page by a column;
• Set up filtering not only for object records, but also for the list of products;
• Set up filtering of the price history for parts depending on the conditions on the main object, contract;
• Specify quick-search columns;
• Set up automatic recalculation of the product price, depending on the contract currency.

Notes: